Interact to see
Advertisement
Advertisement
CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$74.39
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Hartford Climate Opportunities F
Price$18.62
Change-$0.12 (-0.64%)
VolumeN/A
Net Assets119M
CWIAX vs HEOFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. HEOFX commentary
Nov 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a Hold and HEOFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 140B vs. HEOFX (119M). CWIAX pays higher dividends than HEOFX: CWIAX (1.36) vs HEOFX (0.67). CWIAX was incepted earlier than HEOFX: CWIAX (24 years) vs HEOFX (9 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 75.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). CWIAX annual gain was more profitable for investors over the last year : 12.13 vs. HEOFX (9.06). CWIAX return over 5 years is better than : 44.59 vs. HEOFX (30.40).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 18.856 | 15.009 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 119M | 117,647% |
| Annual Yield % from dividends | 1.36 | 0.67 | 203% |
| Returns for 1 year | 12.13 | 9.06 | 134% |
| Returns for 3 years | 51.49 | 31.44 | 164% |
| Returns for 5 years | 44.59 | 30.40 | 147% |
| Returns for 10 years | 96.03 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers